With over 18 years experience as a Financial Advisor, Paul has been helping individuals and families achieve their financial planning goals, by providing advice on Investment Planning, Insurance Planning, Tax Planning, Retirement Planning, Estate Planning, and Education Savings Planning.
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6 customer reviews
Angela Margaret Durant
Financial Advisors
I w was very happy with Paul , Everything was professional and he was very pleasant.
Mike R.
Paul was wonderful to work with. He took the time to explain everything to me and offered me some really helpful financial tips. I feel like I'm really set up for 2025! More...
Sanda Weiler
Tax Preparation
Excellent service , wonderful , knowledgeable,carrying and very accommodating
Bomi Daver
Tax Preparation
Very prodlfesinal, and Paul went out of his way to accomodate.
Bomi Daver
Tax Preparation
Very prodlfesinal, and Paul went out of his way to accomodate.
Brent gardner
Tax Preparation
Very reliable and quick service. Very easy to tell to and helpful.
Reply from Lionspoint Financial Services
Thanks Brent, appreciate working with you as well.
Can you provide your services online or remotely? If so, please add details.
I provide both online and in person services through zoom, teams, and skype.
For in person meetings we can meet at your kitchen table or office so you dont have to go out of your way
Financial Advice
RSP
TFSA
RESP
Life and Health Insurance
Critical Illness Insurance
Business Insurance
Income Tax Preparation
